Plan Snapshot
- Plan Sponsor: The University Of Chicago
- Sponsor EIN: 362177139
- Sponsor Address: BENEFITS OFFICE, 6054 S DREXEL AVE., CHICAGO, IL, 60637
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 28,053
- Total Assets: $135.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 28,053 | $135.9M | $142.5M | $67.5M |
| 2023 | 27,591 | $117.5M | $131.1M | $52.1M |
| 2022 | 24,502 | $102.2M | $122.0M | $47.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LINKEDIN CORPORATION | Other Service Provider | $55,490 | — | $55,490 |
| WEX HEALTH INC | Other Service Provider | $18,137 | — | $18,137 |
| MITCHELL & TITUS, LLP | Auditor | $17,250 | — | $17,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,877
- Estimated Expense Ratio: 0.067% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $98,197 | — | $55,490 | $17,250 | — |
| 2023 | $89,076 | — | — | $18,486 | — |
| 2022 | $83,590 | — | — | — | $83,590 |